THE 360 NEWSLETTER
As we move into the second half of 2023, read iA Clarington’s Mid-Year Review report for insights on what’s happened so far this year and what lies ahead.
Also in this issue
- Availability of June 30, 2023 Statements
- New! Podcasts on Your Personalized Web Page
- Reminder – New Privacy Requirements
- FHSA – Addition of AGF Application in Univeris
- FHSA – Transfers from RRSPs
- Investia and AGA Group Insurance Plan – Updated FAQ
- New Client Article
- Payment of Interest on Nominee Cash Account Balance – Investia Dashboard
- Business Tracker – New Process Type Added
- Client Fee Dashboard – Consent Value Update
- Clarification – Limited Authorization Form (LAF) and Electronic Processing Agreement (EPA)
- The Chronicles of our Cyber-Experts
- Assuris Announces Higher Levels of Policyholder Protection (PPI)
- Economic and Financial Bulletin – June 2023 (iA Global Asset Management)
- CashMonitor Report – June 2023